* feat(onboarding): company setup from the conversation and POST /api/v1/companies Third PR of agent-first onboarding (#1814). Once connected, the agent can now set up a company end to end without the web wizard, and partner platforms can provision companies over REST. - create_company_for_user: service-role-only SECURITY DEFINER twin of create_company_with_owner taking the owner explicitly (service clients have no auth.uid()). pg-real test covers creation, role gating, unknown owner and foreign team. - lib/company/create-company.ts: the wizard's creation sequence (org number, TIC snapshot, BAS chart, settings, first fiscal period, tax deadlines, rollback) extracted into createCompanyCore; the Server Action delegates to it, behaviour unchanged. - lib/company/onboarding-input.ts: one Zod schema + planner for the agent/API paths; a VAT-registered company without moms_period is refused (a missing period silently yields zero VAT deadlines). - MCP: gnubok_create_company (two-phase: preview, then confirm=true; companies:write, company-independent), gnubok_connect_bank and gnubok_connect_skatteverket (status + the browser link, gated on bank_sync / skatteverket, search-only in the catalog), the "onboarding" skill, and initialize instructions pointing at it. - Consent page pre-ticks companies:write for an account with no company yet, so the setup does not dead-end on insufficient scope after signup. - POST /api/v1/companies (companies:write, dry-run aware) on the same core; scope map, registry, spec snapshot and the generated API skill updated. - tools/list payload ceiling raised 59.95K -> 60.4K for the one new default-catalog tool (documented in the guard). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(onboarding): explicit f_skatt, org number when VAT-registered, EF first year ends 31 Dec Review findings on #1864 (Swedish compliance review): - f_skatt is required, never defaulted to approved (SE-R-005 risk). - org_number is required when vat_registered: the invoice momsregistreringsnummer derives from it (ML 17 kap 24 §). - An enskild firma's first fiscal year must end on 31 December and its start month is forced to 1 even with first_fiscal_year set, mirroring the wizard's own rule text (BFL 3 kap. 1 §). - POST /api/v1/companies no longer claims Idempotency-Key support (the wrapper only honours it on company-scoped routes). - pg-real: createCompanyCore's chart seed runs under the real service_role, which the unit tests could not prove. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * test(pg): starter chart has 41 accounts, assert non-empty The service_role chart-seed proof passed the part that mattered (no 42501 from seed_chart_of_accounts) and failed on a wrong row-count guess: the seeded chart is a curated starter set, not the full BAS list. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(migrations): move create_company_for_user to 20260825120000 main gained 20260824170000_bulk_book_transactions_service_actor.sql with the same version while this branch was open; two files on one version abort every Supabase branch apply and the prod auto-apply. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * chore(api): refresh spec snapshot and generated skill after rebasing onto main Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(mcp): flat create_company result, refuse localhost connect links, test hygiene CodeRabbit on #1864: the confirmed-create result was wrapped in the { data, next } envelope while its outputSchema promised top-level fields; it now returns the fields with next as a sibling. The two connect-link tools refuse to build a link when NEXT_PUBLIC_APP_URL is unset instead of handing a remote user a localhost URL. Tests clear mocks and the event bus in beforeEach. Not changed: the rollback already survives user_preferences.active_company_id (that FK is ON DELETE SET NULL since 20260331010000), and v1 error details stay in the surface's English developer convention. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
138 lines
6.7 KiB
TypeScript
138 lines
6.7 KiB
TypeScript
/**
|
|
* Capability keys: the single namespace behind the SaaS paywall AND the
|
|
* per-tenant modularity / marketplace vision. Each key names one gateable
|
|
* feature; a company "has" it when an unexpired capability_grant exists
|
|
* (entitlement) and it isn't explicitly disabled (enablement).
|
|
*
|
|
* These keys are a STABLE CONTRACT: grant rows, the future marketplace catalog,
|
|
* and per-tenant module toggles all reference them. Add keys; never rename one.
|
|
*/
|
|
export const CAPABILITY = {
|
|
/** AI assistant chat, onboarding composer, and document field extraction (Anthropic/Bedrock). */
|
|
ai: 'ai',
|
|
/** Bank sync / PSD2 (Enable Banking). Freeze-and-retain: tokens are NOT revoked on downgrade. */
|
|
bank_sync: 'bank_sync',
|
|
/** Skatteverket filing/sync (VAT, AGI, skattekonto) via BankID. */
|
|
skatteverket: 'skatteverket',
|
|
/** Outbound transactional email: invoices, reminders, payslips (Resend). Auth/account email is never gated. */
|
|
email_send: 'email_send',
|
|
/** Org-number lookup / enrichment (TIC). NOT gated: identity/lookup is always free. */
|
|
org_lookup: 'org_lookup',
|
|
/** EU VAT-number validation (VIES). NOT gated: identity/lookup is always free. */
|
|
vat_validation: 'vat_validation',
|
|
/** Riksbanken FX auto-fetch. NOT gated at launch (kept free); manual rate entry is always allowed. */
|
|
currency_rates: 'currency_rates',
|
|
/** Cloud backup to Google Drive. NOT gated at launch (kept free: never hold a customer's data hostage). */
|
|
cloud_backup: 'cloud_backup',
|
|
/** Migration import from other systems (Fortnox/Visma/Bokio/BL/Briox). Kept open so new payers can migrate IN. */
|
|
migration: 'migration',
|
|
/** Bolagsverket iXBRL årsredovisning filing. Reserved (extension not yet enabled). */
|
|
bolagsverket: 'bolagsverket',
|
|
/** Stripe Connect: auto payment links on invoices + payment/payout sync. */
|
|
stripe_payments: 'stripe_payments',
|
|
/** WooCommerce store sync: orders/refunds imported as a transaction feed. */
|
|
woocommerce_sync: 'woocommerce_sync',
|
|
/** Shopify store sync: orders/refunds imported as a transaction feed. */
|
|
shopify_sync: 'shopify_sync',
|
|
/**
|
|
* Invoice email from the company's own verified sending domain (Resend
|
|
* domain per company). Opt-in: granted manually per company, NOT part of
|
|
* PAID_CAPABILITIES, so it is never trial-seeded or written by the Stripe
|
|
* subscription sync. Without the grant the settings section is hidden and
|
|
* mail keeps leaving from the platform sender.
|
|
*/
|
|
custom_sender_domain: 'custom_sender_domain',
|
|
} as const
|
|
|
|
export type CapabilityKey = (typeof CAPABILITY)[keyof typeof CAPABILITY]
|
|
|
|
/**
|
|
* The set actually withheld from non-payers (manual tier) at the 2026-07-07
|
|
* cutover. Founder decision (2026-06-28): gate the high-value recurring external
|
|
* services only.
|
|
*
|
|
* KEPT FREE on purpose:
|
|
* - identity & lookup: TIC org_lookup, VIES vat_validation, BankID login:
|
|
* they aid onboarding/data quality; gating them is friction in the wrong place.
|
|
* - currency_rates (FX auto-fetch) and cloud_backup.
|
|
* Internal bookkeeping is always fully usable on the manual tier.
|
|
*
|
|
* NOTE: bank_sync and skatteverket stay PAID even though their flows use BankID
|
|
* as an auth step: what's charged for is the bank data sync and the VAT/AGI
|
|
* filing service, not the identity check.
|
|
*/
|
|
export const PAID_CAPABILITIES: readonly CapabilityKey[] = [
|
|
CAPABILITY.ai,
|
|
CAPABILITY.bank_sync,
|
|
CAPABILITY.skatteverket,
|
|
CAPABILITY.email_send,
|
|
CAPABILITY.stripe_payments,
|
|
CAPABILITY.woocommerce_sync,
|
|
CAPABILITY.shopify_sync,
|
|
] as const
|
|
|
|
/**
|
|
* Paid MCP tools → required capability. The MCP/agent path is a paid chokepoint
|
|
* just like the HTTP routes, so the dispatcher gates these the same way it gates
|
|
* API-key scope (see mcp-server `tools/call`). External-service WRITE tools
|
|
* appear here: send_invoice (email) and the two Skatteverket submissions. The
|
|
* read/local SKV tools (generate_agi, vat_declaration_validate/status, agi_status)
|
|
* stay free: the §4 carve-out forbids blocking a statutory filing obligation.
|
|
*
|
|
* The document upload tools invoke AI (Bedrock document OCR via
|
|
* extractInvoiceFields), so they are gated on CAPABILITY.ai: the same paywall
|
|
* the HTTP inbox upload/attach/retry paths enforce. Without these entries a
|
|
* free-tier API key could trigger paid AI extraction. bank_sync has no MCP
|
|
* tool (bank sync is cron/HTTP only).
|
|
*/
|
|
export const MCP_TOOL_CAPABILITY_MAP: Readonly<Partial<Record<string, CapabilityKey>>> = {
|
|
gnubok_send_invoice: CAPABILITY.email_send,
|
|
gnubok_vat_declaration_submit: CAPABILITY.skatteverket,
|
|
gnubok_agi_submit: CAPABILITY.skatteverket,
|
|
// Onboarding connect-link tools (issue #1814): gated like the links' targets.
|
|
gnubok_connect_bank: CAPABILITY.bank_sync,
|
|
gnubok_connect_skatteverket: CAPABILITY.skatteverket,
|
|
// AI document OCR (Bedrock): the inbox's paid extraction, reachable via MCP.
|
|
gnubok_create_document_upload: CAPABILITY.ai,
|
|
gnubok_complete_document_upload: CAPABILITY.ai,
|
|
gnubok_upload_document: CAPABILITY.ai,
|
|
} as const
|
|
|
|
/**
|
|
* Paid pending-operation types → required capability. Keyed by
|
|
* `pending_operations.operation_type`. This is the commit-time twin of
|
|
* MCP_TOOL_CAPABILITY_MAP: it gates the actual external-service call inside
|
|
* commitPendingOperation, so an operation staged during the trial cannot be
|
|
* committed once the grant has expired, regardless of caller (MCP approve tool
|
|
* or the UI approval path). Keep the values in sync with MCP_TOOL_CAPABILITY_MAP.
|
|
*/
|
|
export const PAID_OPERATION_CAPABILITY_MAP: Readonly<Partial<Record<string, CapabilityKey>>> = {
|
|
send_invoice: CAPABILITY.email_send,
|
|
submit_vat_declaration: CAPABILITY.skatteverket,
|
|
submit_agi: CAPABILITY.skatteverket,
|
|
} as const
|
|
|
|
/**
|
|
* Extension workspace → required capability, keyed by `sector/slug`. This is the
|
|
* page/nav twin of the API-route gates: an extension whose entire value is a
|
|
* paid service should not just 403 its writes but be hidden from the sidebar and
|
|
* blocked at the page so a non-payer never lands on a dead workspace.
|
|
*
|
|
* invoice-inbox is fully gated on `ai`: its reason to exist is the AI field
|
|
* extraction (extractInvoiceFields / gnubok_upload_document), already the paid
|
|
* chokepoint on every other surface (HTTP upload/attach/retry, the MCP tool).
|
|
* Both the sidebar item and the /e/[sector]/[slug] page read this map so the two
|
|
* surfaces can never drift apart.
|
|
*/
|
|
export const EXTENSION_REQUIRED_CAPABILITY: Readonly<Partial<Record<string, CapabilityKey>>> = {
|
|
'general/invoice-inbox': CAPABILITY.ai,
|
|
} as const
|
|
|
|
/** Which paid capability (if any) an extension workspace requires to be usable. */
|
|
export function requiredCapabilityForExtension(
|
|
sector: string,
|
|
slug: string,
|
|
): CapabilityKey | undefined {
|
|
return EXTENSION_REQUIRED_CAPABILITY[`${sector}/${slug}`]
|
|
}
|